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A lack of a display board could lead to higher prices and lower inventory

A lack of a display board could lead to higher prices and lower inventory

 


TL; DR: We all know it’s nearly impossible to find the big tech releases of this season outside of eBay, but could other monitors and displays have similar issues soon? We could, at the very least, see prices rise after the earthquake in Taiwan and the power outage in Japan brought production to a halt.

As Tom’s Hardware reported, last week’s earthquake in Taiwan affected the production lines of AU Optronics (AUO), a leading manufacturer of LCD panels. Company president Paul Bing said (via DigiTimes) that it took “at least a few hours” to restart production lines, which resulted in some production losses – although he never said how much.

TrendForce reports that foundries and memory makers in Taiwan acted quickly to pause operations when the earthquake started, and restarted business once it was over. No damage has been reported to their buildings or equipment.

I’m currently on the 17th floor of a building in Taipei – I really felt this earthquake, https://t.co/Z3smHYmaA1

– Eileen Chengyin Zhao (@chowleen) December 10, 2020

The earthquake exacerbated component supply problems in the display industry that is already grappling with the effects of a blackout in Takatsuki, Japan. The five-hour accident on November 10 affected the Shiga-Takatsuki plant of Nippon Electric Glass (NEG), which manufactures glass substrates for flat panel displays. The company says some equipment was damaged during the outage.

Tom writes that NEG is responsible for about 10 percent of the world’s glass substrate manufacturing capacity, and Peng believes that NEG processes will take three to four months to return to normal. LG is one of its closest partners, so we can see the South Korean company’s televisions, laptops and displays are scarce and their prices may rise.

There is already a shortage of display components like T-con boards and driver ICs, and with additional production disrupted, consumers may soon face the consequences. According to our price tracker, the premium LG 38GL950G recently jumped to its highest price since its launch, although it’s unclear if this is related to supply issues.

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